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Gillian Carole Lotz Hopkins is an Investment Adviser Representative with Eagle Strategies LLC. Gillian has been in the industry since March 1, 2000. Her office is located in WESTMINSTER, MD and the firm's main office is in New York, NY. She is registered with the state of Maryland as an Investment Adviser Representative and is also registered with FINRA. Gillian has passed the Series 66, Series 7, and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
02/28/2003 - Present
Eagle Strategies LLC (WESTMINSTER MD)
MN
03/02/2000 - 12/18/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/02/2000 - 12/18/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 3/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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